Joseph Varvara is a registered investment advisor at Atcap Partners, LLC, based in Staten Island, NY, with 20 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 218 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Maximum annual fee. No transaction fees. Transaction fees may be paid by the client, resulting in a lower AUM fee.
Fee Estimator
Location
Staten Island, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph owns JEGA Consulting for accounting and tax purposes and is an independent contractor for ATCAP Partners, LLC, providing financial services/advisory services. Joseph also engages in general insurance business, occasionally writing fixed or variable insurance for clients, dedicating minimal time to this activity.
Employment History
Current Registrations
Atcap Partners, LLC
Ceros Financial Services, INC.Broker
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
Charles Vista LLCBroker
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
First Republic Group, LLCBroker
Joseph Stevens & Company, INC.Broker
State Registrations40 states
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